Mahindra Manulife Focused Equity Yojana

An open ended equity scheme investing in maximum 30 stocks across market caps (i.e Multi Cap)

Type : Mutual Fund

Asset Class : Equity

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  • Scheme Details
  • Scheme Overview
  • Scheme Documents and Forms
Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
Exit Load 1 Yr1% *
*» • An Exit Load of 1% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment; » • Nil if Units are redeemed / switched-out after 1 year from the date of allotment.

Fund Manager : Mr. Krishna Sanghavi

Total Experience: Collectively over 24 years of work experience of which around 11 years have been in the Mutual Fund Industry and 8 years in Life Insurance industry

Fund Manager : Mrs. Fatema Pacha

Total Experience: 14 years of work experience in the investment function including fund management and research

Experience in managing this fund : Managing since December 21, 2020

This Product is Suitable for investors who are seeking*

  • Long term capital appreciation
  • Investment in equity & equity related instruments in a concentrated portfolio of maximum 30 stocks across market capitalization.
  • Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Riskometer

Mahindra Manulife Focused Equity Yojana

Investors Understands that their principal will be at Very High risk

Riskometer

NSE 500 Index TRI

Investment Objective:

The investment objective of the scheme is to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of maximum 30 companies across market capitalisation. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Performance:
Mahindra Manulife Focused Equity Yojana Simple Annualised Returns(%) CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Oct 29, 2021)
Managed by Mr. Krishna Sanghavi and Mrs. Fatema Pacha 6 Months Since Inception 1 Year 3 Years 5 Years Since Inception 6 Months Since Inception
Regular Plan - Growth Option 51.10 58.88 N/A N/A N/A N/A 15110 15888 15.28
Direct Plan - Growth Option 53.84 62.31 N/A N/A N/A N/A 15384 16231 15.59
NSE 500 TRI^ 48.17 50.19 N/A N/A N/A N/A 14817 15019 23100.97
Nifty 50 TRI^^ 45.19 42.99 N/A N/A N/A N/A 14519 14299 25340.83

^Benchmark ^^Additional Benchmark. Inception/Allotment date: 17-Nov-20. Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Since inception returns of the scheme is calculated on face value of Rs. 10 invested at inception. The performance details provided above are of Growth Option under Regular and Direct Plan. Different Plans i.e Regular Plan and Direct Plan under the scheme has different expense structure. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period. Ms. Fatema Pacha is managing this scheme since December 21, 2020

For performance of other schemes managed by Mr. Krishna Sanghavi click here

For performance of other schemes managed by Mrs. Fatema Pacha click here

Mahindra Manulife Focused Equity Yojana
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.